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Wealth Management

 

 

We focus on all aspects of your life to create smart solutions. These often start with some combination of financial planning, portfolio management, trusts and estate planning, insurance, alternative investments and philanthropy, and for many clients our services go well beyond. Keeping your goals and objectives in mind, these solutions are tailored to you and your family, allowing you peace of mind regardless of your circumstances.

Whether dealing with assets or liabilities, compensation or succession, estate taxation or education funding strategies, DPR takes the complexity out of your wealth management decision making.

The solutions we create include managing newfound wealth via a liquidity event from the sale of a business as well as modeling one's equity compensation program within a well-structured plan design. We also provide flexibility and customization in modifying our client's financial plan when unexpected wealth inflows occur from an inheritance or severance package. We incorporate your liabilities in our planning as well, taking into account mortgages, lines of credit, securities held as collateral, etc. This comprehensive approach helps you truly understand the extent and impact of your financial position.

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We're also committed to collaborating closely with your other trusted advisors, which may include your accountant, estate and tax attorney, and any other advisory professionals. 

We build our client relationships over time, and none of our solutions are built to be transactional. They all fit into an integrated plan customized for meeting your immediate needs and your long term objectives.

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